Frank Patzke

CFP®, MBA

EP Wealth Advisors

Senior Wealth Advisor

Frank Patzke

CFP®, MBA

EP Wealth Advisors

Senior Wealth Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Frank Patzke, CFP®, MBA

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Frank Patzke is a Palatine, IL fee-only financial planner. EP Wealth Advisors provides comprehensive  financial planning, tax planning, and investment management to help individuals, couples, families and small businesses organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Frank Patzke is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

EP Wealth - Resources

Informed Investor Reports, Client Education Webinars, Articles and Checklists

EP Wealth Youtube Channel with additional commentary

Frank Patzke initially joined a regional, boutique brokerage firm after earning his MBA in 1978. After 15 years there, he fulfilled his vision of serving those planning their financial futures when in 1996 he founded Guidant Wealth Advisors, which joined the EP Wealth Advisors family in 2019. Still serving many of his original clients today, Frank enjoys the process of developing strong financial plans and then managing those plans as clients move through various phases of their lives. He has always believed that successful wealth management begins with a trusted partner who welcomes an open dialogue about your goals, interests, aspirations and concerns, and is committed to educating, understanding and incorporating them into a financial plan that aligns with your specific circumstances. “One of the best days of my professional career came 26 years ago when we formally took on the role of Fiduciary for our clients.” Frank and his wife, Susan Carsello, have been life and business partners since 1989.

The EP Wealth Advisors Story In the 1990s, long-time best friends Derek Holman and Brian Parker were working in the financial services industry. But they felt like the industry was putting profits before people, and they believed there had to be a better way. That led the two friends to found EP Wealth Advisors, LLC, a company that is a fiduciary and advises clients in their best interest. Since then, the firm has added more than 25 advisors and 65 more employees to the cause of helping thousands of clients with their finances and investments.

EP Wealth Advisors, LLC (“EP Wealth”) is a fee-only registered investment adviser and financial planning firm based in Torrance, Calif., with offices in the Los Angeles, Orange County, Calif., San Francisco, San Diego, Portland, Ore., Seattle, Phoenix, Denver, Salt Lake City, Dallas and Chicago. The firm manages over $15 Billion in AUM as of December 31, 2021, and provides client-centric financial planning and investment management services to individuals and businesses. EP Wealth is led by co-founders and Managing Directors Derek Holman, CFP®, AIF® and Brian Parker, CFP® and President and CEO Patrick Goshtigian, CFA®. For more information, please visit www.epwealth.com.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

Contact Frank Patzke

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Office Locations:

  • 35 West Slade Street
    Palatine, IL 60067

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